Specialist Financial Adviser

TN United Kingdom; Worcester; Remote; GBP 79,000 - 91,000; Full time

Job summary

Join a forward-thinking company as a Specialist Financial Adviser and enjoy the freedom to manage your schedule while helping clients achieve their financial goals. This role offers a competitive starting salary with an OTE of £79,000 and a range of benefits including a car allowance and generous pension scheme. You will receive comprehensive training, enabling you to develop deep relationships with clients in trusted sectors such as medicine and education. Embrace a supportive culture that values your professional growth and personal aspirations, all while working flexibly to balance life and work commitments.

Benefits

25 days holiday plus bank holidays

Car allowance of £4,600 per year

Company-matched pension scheme

Life assurance worth four times base pay

Training programs for professional qualifications

Flexible benefits including travel loans

Discounts on major brands

Volunteering days—two days annually

Employee assistance program

Qualifications

• Experience in financial advisory with a focus on client relationships.
• Ability to manage workload and collaborate effectively.

Responsibilities

• Build and maintain strong client relationships in the financial sector.
• Provide tailored financial advice and support to clients.

Skills

Articulate communication

Commercial decision-making

Client relationship management

Adaptability

Education

QCF Level 4 qualification

Job description

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Join WFS as a Specialist Financial Adviser and discover a supportive culture that values your personal goals alongside our clients'. Enjoy the freedom of no office ties, allowing you to plan your work around your life and manage your schedule effectively for the benefit of both your clients and our business.

Within our Dental Sector, we are seeking talented Financial Advisers across the UK to discuss upcoming vacancies. We welcome both newly qualified Advisers eager to start their careers and experienced Advisers seeking a rewarding new role.

Please click the apply now button to register your interest in our future roles.

Supporting society’s most trusted professions

As an experienced Specialist Financial Adviser with a QCF Level 4 qualification, you’ll build lasting client relationships while focusing on business growth. You should be comfortable managing your workload, making commercial decisions, and collaborating with colleagues. Articulate communication, a positive outlook, and adaptability are essential traits in the evolving financial services market.

We offer flexibility to help you balance life and work, a client base in trusted sectors like medicine, dentistry, or teaching, and a wide range of products to meet their financial needs. You’ll gain a deep understanding of your clients’ sectors through comprehensive training provided by us.

You will develop new and existing relationships, supported by a dedicated team that helps generate leads, arrange appointments, and provide technical support, allowing you to focus on your clients’ needs and aspirations.

Being part of our family benefits yours

Achieve more with rewards such as a competitive starting salary, quarterly and annual bonuses, a car allowance, and a generous pension scheme. We provide ongoing training to keep your industry knowledge current and support your professional development.

We support flexible working, job shares, and part-time roles, aligning with the ABI Making Flexible Work campaign.

The face of our business

Our approach puts you at the heart of our business, emphasizing responsibility, accountability, idea sharing, and collaboration, with support from colleagues at all levels.

We’re proud of our 181-year heritage, our mutual status, and focus on members, clients, and our people, today and in the future.

A starting salary with an OTE of £79,000.

• 25 days holiday plus bank holidays, increasing to 28 days in 2024, and 30 days after 5 years.
• Option to buy or sell holiday days.
• Car allowance of £4,600 per year.
• Company-matched pension scheme plus 2% (up to 10%).
• Life assurance worth four times your base pay.
• Training programs and support for external professional qualifications.
• Flexible benefits including travel loans, parking, cycle to work, and medical cover.
• Discounts on major brands across retail, health, and leisure.
• Volunteering days—two days annually to volunteer.
• Salary sacrifice for ultra-low emission vehicles.
• Employee assistance program for your well-being.

We value diversity and inclusion, encouraging applications from all backgrounds. We are committed to equality and are signatories of various diversity initiatives, including HM Treasury's Women in Finance Charter and Stonewall’s Diversity Champions.

This role is subject to regulatory requirements, including background checks, criminal record, and credit checks, aligned with our SMCR Framework.

Applicants must have the legal right to work in the UK; we cannot sponsor visas. All candidates need to provide right-to-work documentation during recruitment.

Unsolicited agency submissions will be considered as direct applications, with no fees payable.

We reserve the right to close or extend the application deadline based on response volume.